Michael started his career in the financial services industry at Merrill Lynch & Company. There he obtained his FINRA Series 7 and Series 66 licenses. He is an Accredited Investment Fiduciary™ (AIF®) through the University of Pennsylvania, which obligates him to always act in the best interest of clients.
Michael is responsible for investment analysis and due diligence for both individual and institutional clients at the firm. He is involved in the firm’s portfolio management and oversight, which includes target asset allocation, portfolio rebalancing and risk tolerance analysis. Michael is currently completing the curriculum necessary to sit for and obtain the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
Michael received his B.S. in Business Management from Brigham Young University. He and his wife Nicole love calling Las Vegas their home and are blessed with two daughters. He enjoys reading, tennis, golf and spending time outdoors with his family.